Primer: LB Group Co Ltd (002601 CH) - Aug 2026
World's Largest TiO2 Producer with Significant Cost Advantages: LB Group is the world's largest producer of titanium dioxide (TiO2), a key...
100 Views
Caution Warranted; ACWI-US At $93 Resistance; Buys in Communications, Staples, Materials, Financials
With the MSCI $ACWI approaching the top-end of our expected 2023 trading range at $93, we see limited upside from here and believe caution is...
804 Views
CSI 300 June 2026 Rebalance: Post-Implementation Review
CSI 300 June 2026 rebalance has passed the first post-implementation month. We review what worked, what did not, and how current results compare...
231 Views
CSI 300 Index Earning Revision (Jun): INDUSTRIAL BANK, YANTAI JEREH OILFIELD SERVICES, KUNLUN TECH
We analyzed CSI 300's consensus for Jun 2026 and highlighted changes of EPS in INDUSTRIAL BANK (601166 CH), YANTAI JEREH OILFIELD SERVICES (002353...
138 Views
CSI 300 June 2026 Rebalance: Pre-Implementation Update
CSI 300 enters implementation on 15 Jun 2026. We update post-announcement stock performance and discuss implementation trades.
228 Views